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TrinityPoint Wealth’s Energy Transfer Partners ET Stock Holding History

TrinityPoint Wealth’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$494K Buy
25,194
+772
+3% +$13.7K 0.07% 227
2024
Q3 		$392K Buy
+24,422
New +$393K 0.06% 240

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

TrinityPoint Wealth's ET Position: Q4 2024 in Review

TrinityPoint Wealth increased its Energy Transfer Partners (ET) stake by 3.2% in Q4 2024, buying an estimated $13.7K and bringing the position to 25,194 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #227.

TrinityPoint Wealth first reported a position in ET in Q3 2024 and has held it in 2 quarters since. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

  • TrinityPoint Wealth held 25,194 shares of Energy Transfer Partners worth $494K as of Q4 2024.
  • TrinityPoint Wealth bought 772 Energy Transfer Partners shares in Q4 2024, an estimated $13.7K.
  • Energy Transfer Partners made up 0.07% of TrinityPoint Wealth's portfolio in Q4 2024, its #227 holding.
  • TrinityPoint Wealth first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 2 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.